KINGS POINT CAPITAL MANAGEMENT - ISHARES TR ownership

ISHARES TR's ticker is INDA and the CUSIP is 46429B598. A total of 190 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 0.76 and the average weighting 0.4%.

Quarter-by-quarter ownership
KINGS POINT CAPITAL MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$20,000
-4.8%
4550.0%0.00%0.0%
Q4 2021$21,000
-4.5%
4550.0%0.00%0.0%
Q3 2021$22,000
+10.0%
4550.0%0.00%0.0%
Q2 2021$20,000
+5.3%
4550.0%0.00%0.0%
Q1 2021$19,000
+5.6%
4550.0%0.00%0.0%
Q4 2020$18,000
+20.0%
4550.0%0.00%0.0%
Q3 2020$15,000
+15.4%
4550.0%0.00%0.0%
Q2 2020$13,000
+18.2%
4550.0%0.00%0.0%
Q1 2020$11,000
-31.2%
4550.0%0.00%0.0%
Q4 2019$16,000
+6.7%
4550.0%0.00%
-33.3%
Q3 2019$15,000
-6.2%
4550.0%0.00%0.0%
Q2 2019$16,000
-40.7%
455
-39.7%
0.00%
-40.0%
Q1 2019$27,000
+8.0%
7550.0%0.01%
-16.7%
Q4 2018$25,0000.0%7550.0%0.01%
+20.0%
Q3 2018$25,0000.0%7550.0%0.01%0.0%
Q2 2018$25,000
-3.8%
7550.0%0.01%0.0%
Q1 2018$26,000
-3.7%
7550.0%0.01%
-16.7%
Q4 2017$27,000
+8.0%
755
+0.4%
0.01%0.0%
Q3 2017$25,000
+66.7%
752
+66.4%
0.01%
+100.0%
Q2 2017$15,000
+7.1%
452
+0.4%
0.00%0.0%
Q1 2017$14,000
+16.7%
4500.0%0.00%0.0%
Q4 2016$12,000
-7.7%
4500.0%0.00%0.0%
Q3 2016$13,0000.0%4500.0%0.00%0.0%
Q2 2016$13,000
+8.3%
4500.0%0.00%0.0%
Q1 2016$12,0000.0%4500.0%0.00%0.0%
Q4 2015$12,000
-7.7%
4500.0%0.00%0.0%
Q3 2015$13,000
-7.1%
4500.0%0.00%0.0%
Q2 2015$14,0000.0%4500.0%0.00%
-25.0%
Q1 2015$14,000
+7.7%
4500.0%0.00%0.0%
Q4 2014$13,0004500.00%
Other shareholders
ISHARES TR shareholders Q2 2016
NameSharesValueWeighting ↓
Euclidean Capital LLC 4,850,288$214,479,73623.40%
Glovista Investments LLC 554,048$24,639,06914.62%
Virtus Fund Advisers, LLC 40,789$1,803,69012.78%
SUN LIFE FINANCIAL INC 2,426,800$107,3137.90%
Lake Hills Wealth Management, LLC 158,106$6,991,4477.08%
Rice Partnership, LLC 492,523$21,779,3676.16%
PEAK FINANCIAL ADVISORS LLC 119,340$5,277,2155.70%
Watershed Asset Management, L.L.C. 100,000$4,422,0005.21%
PRIMORIS WEALTH ADVISORS, LLC 89,267$3,947,3854.77%
INTREPID FAMILY OFFICE LLC 50,000$2,211,0003.54%
View complete list of ISHARES TR shareholders